In keeping with our fundamental belief that different financial questions demand different answers, our process is as flexible as possible.
Only the first stage is always the same. Our initial meeting with you is free.
After that, should you choose to proceed, it’s a case of what suits you best.
- You can decide to receive advice on an ongoing or one-off basis. Most clients have neither sufficient time nor energy to devote to their financial affairs so opt for ongoing advice, but some prefer us simply to carry out an occasional “health-check”.
- You can specify the frequency with which you’d like to receive updates on your financial situation, with ongoing advice. However regularly you prefer them, you can rest assured that we’re constantly monitoring world and market events to protect your interests in the interim.
- You can ask to be kept up to date via phone, email or post or in face-to-face meetings. Although we prefer the latter, we appreciate our clients live busy lives. Whatever method you choose, we’ll make sure you’re fully informed.
Your needs are paramount. Solutions have to be specific. So do services.
Please note that while we’re more than happy to deal with clients with smaller investments, we have a minimum fee of £500 plus VAT.
Interested? If you click on the link on the right hand side of this website, you will be able to download our brochure, which tells you more about the services we offer and the work we do for clients. If you would rather find out more through a phone call, email or face to face meeting, do please get in touch. If you click here, you will be taken to our contact details.